Who We Are
The complex nature of managing wealth, as well as protecting your estate for future generations, requires a disciplined approach and long-term vision. The professionals at SmithReed work together to create and execute a plan tailored specifically for your family or business.
SmithReed Asset Management is a Registered Investment Advisor and fiduciary firm. We provide personalized financial planning, fee based investment management, tax strategies, estate planning, and alternative IRA strategies. Our clients include individual investors, business owners, professionals, corporate executives, and retirees.
From the CEO
Thank you for taking the time to get acquainted with SmithReed. In this website you’ll find an overview of our services and you’ll meet a team of experienced professionals with entrepreneurial roots and accomplished careers. Our clients generally fall into three categories, families with accumulated wealth, families who are building wealth, and those who experience “sudden wealth” through a life event.